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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,984 | $56,054-57.2% | $171,082-86.0% | $62,881-61.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 4.79% | 22.52%-17.7pp | 32.56%-27.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $733 | $1,731-57.6% | $4,002-81.7% | $2,281-67.8% |
| Participant deferral / active EE | $595 | $3,158-81.2% | $4,797-87.6% | $3,203-81.4% |
| Admin fee / account holder | $1,164 | $3,647-68.1% | $8,520-86.3% | $4,296-72.9% |